See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $250,581 | $183,519+36.5% | $155,509+61.1% | $145,922+71.7% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 10.76% | 61.17%-50.4pp | 64.67%-53.9pp | 561.29%-550.5pp |
| Employer contribution / active EE | $3,297 | $5,313-37.9% | $4,672-29.4% | $4,660-29.2% |
| Participant deferral / active EE | $8,308 | $6,462+28.6% | $5,626+47.7% | $6,688+24.2% |
| Admin fee / account holder | $1,118 | $19,313-94.2% | $15,912-93.0% | $13,397-91.7% |